Gifts to Minors, Second Edition Out of Stock
Second Edition (Soft Cover)
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Author: Laurie A. Hunter
Publisher: CBA-CLE Books
Publisher: CBA-CLE Books
Publication Date: Second Edition, 2011
Last Updated: October 2011
Last Updated: October 2011
Page Count: 334 Pages
Trim Size: 7.5 x 10-inch format
Format: soft cover
Trim Size: 7.5 x 10-inch format
Format: soft cover
* All new book orders include recent updates, if an update is issued within 90 days of the purchase date a complimentary copy will be sent to you.
Clients wish to make gifts to minors for many reasons, including setting aside funds to pay for college, reducing the size of their estates for estate tax purposes by making annual exclusion gifts, or simply making an outright gift to help children and grandchildren. The purpose of this book is to review several commonly used alternatives for making gifts to minors.
This book addresses:
(1) Colorado's version of the Uniform Transfers to Minors Act,
(2) Internal Revenue Code § 529 Plans,
(3) Internal Revenue Code § 2503(c) Trusts,
(4) Crummey Trusts, and
(5) other methods of making gifts to provide for college expenses, such as Coverdell Education Savings Accounts and paying for tuition directly as an annual exclusion gift.
(2) Internal Revenue Code § 529 Plans,
(3) Internal Revenue Code § 2503(c) Trusts,
(4) Crummey Trusts, and
(5) other methods of making gifts to provide for college expenses, such as Coverdell Education Savings Accounts and paying for tuition directly as an annual exclusion gift.
Updates/Supplements:
Gifts to Minors was moved to soft cover as of October 2011. Each time there is an update a new softcover edition will completely replace the prior edition.
Automatic Supplementation:
For your convenience, automatic supplementation is included with your order. Future soft cover edtitions will be mailed automatically with an invoice at 10% off the published price. Return privileges apply and you may cancel the service at any time. You will be notified by email and post before any supplement is mailed, so you may cancel shipment before a supplement is released.
If you wish to remain off the automatic shipment list for all future supplements, please let us know at the time of your order or you can also contact the CBA-CLE book department at 303-860-0608 or email [email protected].
GIFTS TO MINORS SECOND EDITION
TABLE OF CONTENTS
Chapter 1 SCOPE OF MONOGRAPH AND OVERVIEW OF ALTERNATIVES
Chapter 2 COLORADO UNIFORM TRANSFERS TO MINORS ACT
Chapter 3 SECTION 529 PLANS
Chapter 4 SECTION 2503(c) TRUSTS
Chapter 5 CRUMMEY TRUSTS
Chapter 6 DIRECT GIFTS AND MISCELLANEOUS
APPENDICES
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